Planned giving, or gift planning, is a method of supporting non-profits and charities, like El Rio Reyes Conservation Trust, that enables philanthropic individuals or donors to make larger gifts than they could make from their income. While some planned gifts provide a life-long income to the donor, others use estate and tax planning techniques to provide for charity and other heirs in ways that maximize the gift and/or minimize its impact on the donor's estate.
A planned gift is any major gift, made in lifetime or at death as part of a donor’s overall financial and/or estate planning.
Whether a donor uses cash, appreciated securities/stock, real estate, artwork, partnership interests, personal property, life insurance, a retirement plan, etc., the benefits of funding a planned gift can make this type of charitable giving very attractive to both donor and charity.
If you are interested in making a planned gift, please contact your tax advisor or financial planner to see what works best for you. You may also call our offices for more information. 559-355-7983.